Associates

 
  • Dean Thurman

    Senior Partner

  • John Kennedy

    Registered Representative

  • Kelly L. Boyd, AIF®

    Investment Advisor Representative

  • Scott C. Rooney

    Investment Advisor Representative

  • James Uh

    President, Retirement Plan Services

  • Kurtis Beethem, AIF®

    Vice President, Retirement Plan Services

  • Brandon Moore

    Investment Advisor Representative

  • Mason Gorris

    Investment Advisor Representative

  • Andrea Priestley

    Administrative Assistant to Dean Thurman

  • Kristy Holzhauer

    Service Team

  • Kim Hruby

    Computer Operator

  • Corinne Martin

    Medicare and Insurance Specialist

  • Kristen Rooney

    Client Service Manager

  • Stacy Pach

    Office Manager